Financial Representative Trainee (Sales) - Dallas, TX

HTU; Dallas (TX); On-site; USD 36,000 - 75,000; Full time

Benefits offered by this job

401(k) plan + company match

Paid vacation

Paid holidays

Performance bonus

Job summary

HTU is seeking a trainee Financial Advisor in Dallas to participate in an education-based Accelerator Program designed to transition trainees into independent Financial Advisors within 24 months. You will develop holistic financial advice skills, market insurance products, and build a network for prospecting.

The role emphasizes licenses, travel up to 50%, and a structured mentorship. First-year earnings include base plus uncapped incentives after training completion.

Qualifications

• Gains direct sales experience marketing Insurance products.
• Develops skills for holistic financial advice to clients.
• Hones prospecting: research, targeting, networking, and communication.

Responsibilities

• Provide holistic financial advice to clients.
• Gain direct sales experience marketing Individual Insurance products.
• Coordinate content, proposals, and paperwork between field and Home Office.
• Learn product offerings and their features and benefits.
• Oversee underwriting process flow and documentation.

Skills

Sales

Networking

Communication

Prospecting

Education

Bachelor's degree or equivalent

Job description

Your Role

Here’s what you will be doing:

• Participate in a comprehensive program to develop skills for providing holistic financial advice to clients, including classroom discussions, goal setting, and progress evaluations.
• Gain direct sales experience marketing Individual Insurance products and pass a sales process competency test.
• Cultivate prospecting skills such as research, targeting, networking, and communication through personal networks, community events, and social media.
• Acquire in‑depth knowledge of product offerings, demonstrating expertise in features and benefits.
• Oversee completion of content, proposals, and paperwork flow between field and Home Office to ensure a seamless application and underwriting process.

About You

The company is looking for:

• Successful completion of all trainee program requirements to gain necessary skills and knowledge.
• Required insurance licenses obtained prior to starting, with up to two attempts allowed for the Life and Health exam.
• Passing the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of program entry.
• High self-motivation and results orientation, able to work independently and as part of a team.
• Ability to travel up to 50% of the time, hold a valid U.S. driver’s license, and have reliable transportation for meetings and appointments.
• Promotion of diversity and inclusion, valuing different ideas and opinions, and maintaining curiosity.

Preferred qualifications include knowledge of the Insurance/Financial Services industry, products, and marketing practices, and a bachelor's degree or equivalent.

Compensation & Benefits

• First-year earnings from $36,000 to $75,000 plus uncapped incentives after training completion.
• $1,000 bonus upon successful completion of trainee period and promotion to Financial Representative.
• 401(k) plan with 2% company contribution and 6% company match.
• Work‑life balance with vacation, personal time, and paid holidays.

Training & Development

An education-based Accelerator Program designed to transition trainees to independent Financial Advisors within 24 months or less, combining self‑study, hands‑on projects, and experienced mentorship.